Purchases and Sales Made in Q1 2025 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q1 2025. The information is specifically focused on institutions that hold shares of WELLS FARGO & COMPANY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1K- 20.83% |
$66.8K - $81.4K
|
3.8K
$317K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-1K- 16.37% |
$66.8K - $81.4K
|
5.11K
$426K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1K- 6.38% |
$66.8K - $81.4K
|
14.7K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1K- 7.75% |
$66.8K - $81.4K
|
11.9K
$992K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-1.01K- 13.62% |
$67.4K - $82.2K
|
6.41K
$534K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.02K- 13.59% |
$68.2K - $83.2K
|
6.5K
$542K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.04K- 6.89% |
$69.1K - $84.3K
|
14K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.04K- 0.52% |
$69.4K - $84.6K
|
199K
$16.6M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 1.13% |
$69.9K - $85.2K
|
91.8K
$7.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 2.13% |
$70.5K - $85.9K
|
48.5K
$4.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.06K- 3.2% |
$70.6K - $86.1K
|
32K
$2.67M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.06K- 6.01% |
$71.1K - $86.6K
|
16.7K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.06K- 13.45% |
$71.1K - $86.6K
|
6.85K
$571K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-1.07K- 22.49% |
$71.5K - $87.1K
|
3.69K
$308K
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.07K- 2.01% |
$71.5K - $87.2K
|
52.1K
$4.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.1K- 23.74% |
$73.2K - $89.2K
|
3.52K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.1K- 41.67% |
$73.5K - $89.6K
|
1.54K
$129K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.11K- 2.18% |
$74.1K - $90.4K
|
49.9K
$4.16M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.11K- 1.05% |
$74.2K - $90.5K
|
105K
$8.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.11K- 0.8% |
$74.3K - $90.6K
|
137K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-1.11K- 1.8% |
$74.4K - $90.7K
|
60.7K
$5.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.13K- 9.0% |
$75.2K - $91.7K
|
11.4K
$949K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.13K- 7.48% |
$75.3K - $91.8K
|
13.9K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Gagnon Securities LLC
|
SELL
|
- |
-1.13K- 37.01% |
$75.5K - $92.1K
|
1.93K
$161K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-1.13K- 11.29% |
$75.7K - $92.3K
|
8.91K
$743K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-1.14K- 6.14% |
$75.9K - $92.6K
|
17.4K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.15K- 13.85% |
$76.5K - $93.3K
|
7.13K
$595K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.15K- 8.73% |
$77.1K - $94K
|
12.1K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.16K- 4.57% |
$77.5K - $94.5K
|
24.2K
$2.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.17K- 18.64% |
$78.4K - $95.6K
|
5.12K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.18K- 24.6% |
$78.5K - $95.7K
|
3.6K
$300K
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.18K- 1.25% |
$78.7K - $95.9K
|
93.2K
$7.77M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.2K- 16.68% |
$80.1K - $97.7K
|
6K
$500K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.2K- 21.75% |
$80.1K - $97.7K
|
4.32K
$360K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.2K- 13.92% |
$80.1K - $97.7K
|
7.42K
$619K
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1.2K- 2.63% |
$80.3K - $97.9K
|
44.5K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.21K- 4.06% |
$80.8K - $98.5K
|
28.6K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.21K- 3.54% |
$80.9K - $98.7K
|
33.1K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.21K- 19.58% |
$81.1K - $98.8K
|
4.99K
$416K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.22K- 13.88% |
$81.2K - $99K
|
7.55K
$630K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-1.22K- 28.43% |
$81.3K - $99.1K
|
3.06K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.22K- 4.79% |
$81.6K - $99.5K
|
24.3K
$2.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.23K- 33.41% |
$81.9K - $99.8K
|
2.44K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.23K- 2.89% |
$82.1K - $100K
|
41.2K
$3.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.25K- 0.67% |
$83.3K - $102K
|
185K
$15.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.28K- 6.83% |
$85.5K - $104K
|
17.5K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.32K- 11.18% |
$87.8K - $107K
|
10.5K
$872K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.32K- 8.11% |
$88.1K - $107K
|
15K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.33K- 1.77% |
$88.9K - $108K
|
74K
$6.17M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.36K- 28.32% |
$90.9K - $111K
|
3.44K
$287K
|